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Clearwater Capital Advisors’s McDonald's MCD Stock Holding History

Clearwater Capital Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$771K Buy
2,482
+122
+5% +$38.9K 0.06% 92
2025
Q4 		$721K Buy
2,360
+22
+0.9% +$6.74K 0.06% 95
2025
Q3 		$710K Buy
2,338
+26
+1% +$7.91K 0.06% 94
2025
Q2 		$675K Buy
2,312
+2
+0.1% +$617 0.06% 92
2025
Q1 		$722K Buy
2,310
+4
+0.2% +$1.2K 0.07% 90
2024
Q4 		$668K Sell
2,306
-26
-1% -$7.75K 0.07% 92
2024
Q3 		$710K Buy
2,332
+115
+5% +$31.7K 0.07% 89
2024
Q2 		$565K Buy
2,217
+342
+18% +$90.7K 0.06% 93
2024
Q1 		$529K Buy
1,875
+9
+0.5% +$2.62K 0.06% 92
2023
Q4 		$553K Hold
1,866
– – 0.06% 88
2023
Q3 		$492K Sell
1,866
-147
-7% -$41.9K 0.06% 85
2023
Q2 		$601K Buy
2,013
+45
+2% +$13.1K 0.07% 80
2023
Q1 		$550K Sell
1,968
-21
-1% -$5.63K 0.07% 86
2022
Q4 		$524K Buy
1,989
+90
+5% +$23.7K 0.07% 95
2022
Q3 		$438K Hold
1,899
– – 0.06% 101
2022
Q2 		$469K Buy
1,899
+21
+1% +$5.17K 0.06% 94
2022
Q1 		$464K Hold
1,878
– – 0.05% 106
2021
Q4 		$503K Hold
1,878
– – 0.06% 105
2021
Q3 		$453K Hold
1,878
– – 0.05% 106
2021
Q2 		$434K Sell
1,878
-2
-0.1% -$465 0.05% 109
2021
Q1 		$421K Buy
1,880
+101
+6% +$21.6K 0.05% 113
2020
Q4 		$382K Buy
1,779
+8
+0.5% +$1.74K 0.05% 113
2020
Q3 		$389K Hold
1,771
– – 0.06% 102
2020
Q2 		$327K Hold
1,771
– – 0.05% 112
2020
Q1 		$293K Sell
1,771
-101
-5% -$19.9K 0.06% 125
2019
Q4 		$370K Hold
1,872
– – 0.06% 142
2019
Q3 		$402K Sell
1,872
-74
-4% -$15.9K 0.07% 149
2019
Q2 		$404K Sell
1,946
-90
-4% -$17.8K 0.07% 154
2019
Q1 		$387K Buy
2,036
+135
+7% +$24.5K 0.07% 155
2018
Q4 		$338K Buy
1,901
+20
+1% +$3.55K 0.07% 166
2018
Q3 		$315K Buy
1,881
+126
+7% +$20.2K 0.06% 160
2018
Q2 		$275K Buy
1,755
+55
+3% +$8.92K 0.06% 162
2018
Q1 		$266K Buy
1,700
+16
+1% +$2.63K 0.05% 164
2017
Q4 		$290K Sell
1,684
-247
-13% -$41.5K 0.06% 149
2017
Q3 		$309K Buy
1,931
+349
+22% +$54.7K 0.07% 139
2017
Q2 		$246K Hold
1,582
– – 0.06% 145
2017
Q1 		$206K Buy
+1,582
New +$199K 0.06% 157
2016
Q3 		– Sell
-1,664
Closed -$201K – 140
2016
Q2 		$201K Buy
+1,664
New +$208K 0.07% 128

Other funds holding MCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Clearwater Capital Advisors's MCD Position: Q1 2026 in Review

Clearwater Capital Advisors increased its McDonald's (MCD) stake by 5.2% in Q1 2026, buying an estimated $38.9K and bringing the position to 2,482 shares worth $771K. The position accounts for 0.06% of the portfolio, ranked #92.

Clearwater Capital Advisors first reported a position in MCD in Q2 2016 and has held it in 38 quarters since. 3,564 funds tracked by Wall St. Rank hold MCD as of Q1 2026.

  • Clearwater Capital Advisors held 2,482 shares of McDonald's worth $771K as of Q1 2026.
  • Clearwater Capital Advisors bought 122 McDonald's shares in Q1 2026, an estimated $38.9K.
  • McDonald's made up 0.06% of Clearwater Capital Advisors's portfolio in Q1 2026, its #92 holding.
  • Clearwater Capital Advisors first reported a position in McDonald's in Q2 2016 and has held it in 38 quarters since.
  • 3,564 funds tracked by Wall St. Rank held McDonald's as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.